TrueAdvisor
TrueAdvisor
BH
BH

Belle Harris

M Holdings Securities, INC.
12 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
M Holdings Securities, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
327 advisors
Number of Clients
3,621 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:$10K

Location

2699 Howell Street, Suite 1100, Dallas, TX, 75204

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
M Holdings Securities, INC.
September 2023 - Present · 2 yrs 5 mos
M Holdings Securities, INC.Broker
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
April 2020 - August 2023 · 3 yrs 4 mos
Charles Schwab & CO., INC.
April 2020 - August 2023 · 3 yrs 4 mos
TD Ameritrade, INC.
June 2016 - April 2020 · 3 yrs 10 mos
TD Ameritrade Investment Management, LLC
June 2016 - June 2018 · 2 yrs
TD Ameritrade, INC.Broker
July 2013 - April 2020 · 6 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.